13 th May 2014

1. 13th May 2014

2. Agenda • Welcome & Introductions • News & Announcements • Content • Cincom– Nadine Taffard • Just One Tip – George Doubinski • Codeless Integration Between CRM and 300+ Other Services – George Doubinski Organisers: Daniel Davila Evren Ozan George Doubinski Guy Riddle Johan Sulaiman Leon Tribe Mark Smith Patrick Northcott Robert Lou Microsoft Representative: Mark Rettig

3. Housekeeping • Facilities… • Emergency Procedures… • Mobile Phones… • Timekeeping – 7:30pm finish sharp!!

4. News & Updates • Spring '14 is coming for Microsoft Dynamics CRM Online

5. Presentation Cincom by Nadine Taffard

6. Just 1 Tip • http://crmtipoftheday.com • Tip #127: Test CRM for Tablets from a PC browser • Tip #131: Test CRM for Tablets from CRM not for Tablets • Demo

7. Integrate 300+ services with Dynamics CRMNo code Presentation George DoubinskiCRM Tipsterhttp://crmtipoftheday.com me@georged.id.au @georgedude @crmtipoftheday

8. Agenda • oAuth • oData • Integration demo

9. Ingredient pre-roll • CRM Online • Azure • Zapier • Wufoo

10. oAuth Open standard for authorization Allows third-party access without sharing credentials oAuth v2.0 not backward compatible Focus on simplicity and authorization flow

11. oAuth Process Client Application Resource Server 6 2 Resource Owner Authentication Server 5 1 4 3

12. Web Application • Authentication • Access to CRM • No explicit credentials

13. oData • Standard protocol • http://www.odata.org/ • https://orgurl/XRMServices/2011/OrganizationData.svc • GET, POST, PUT/MERGE, DELETE

14. Demo: CRM, Zapier and 300 George Doubinski

15. Q & A me@georged.id.au @georgedude jar@crmtipoftheday.com @crmtipoftheday

16. Open Mic

17. Q & A

18. Meeting Close THANK YOU!! Next Meeting • Tuesday, 10th June, 2014 Updates/Information/Registration: http://www.meetup.com/SydCRMUG/